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iShares Dow Jones US Industrial shares owned by Outlook Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Industrial (IYJ) shares owned by Outlook Wealth Advisors from 13F filings

Historical chart of Outlook Wealth Advisors investment in iShares Dow Jones US Industrial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Industrial held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Industrial by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 12k 125.71
2023-09-30 $489k 4.9k 100.89
2023-06-30 $521k 4.9k 106.04

More positions owned by Outlook Wealth Advisors

Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Spdr Ser Tr Bloomberg Invt (FLRN)
Stewart Information Services Corporation (STC)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Outlook Wealth Advisors

Top funds holding iShares Dow Jones US Industrial

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Prospera Financial Services
Goldman Sachs Group
Raymond James Financial Services Advisors
AE Wealth Management
Ferguson Wellman Capital Management
MinichMacGregor Wealth Management
Cambridge Investment Research Advisors
Norden Group
Janney Montgomery Scott
Baird Financial
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Industrial